SALE AND STOCK ADMINISTRATION

ADR – Address book

each business partner has an assigned identification number
it is also possible to use the original numbering of the business partners after a transfer of data from another information system
the following basic information is recorded about business partners: name of the company including the whole address, telephone and fax numbers, ID and Tax ID, territorial position of the company (number of the region, territorial part, settlement) and additional information about the business partner (customer - supplier, physical entity - corporate body, particulars from the trade bulletin, payer of VAT, etc.)
register of unlimited number of domestic and foreign bank accounts including specific symbols
form of payment, percentage of penalty, marking the belonging to a dealer group, trade network, group of business partners, business channel, etc. may also be entered for a particular period
it is possible to keep an unlimited number of business places including bank accounts in each business partner
the possibility of a detailed division of business partners according to groups and types of suppliers and customers
adjustment of exceptions from settings for a certain period (e.g. exception from validity observation, exception from discounts or bonuses, exception from penalties, etc.)
detailed view of relations with a partner in claims and obligations including credited total amounts and number of outstanding invoices in domestic or foreign currency.
summary of contacts to a business partner (also private)
the module Contracts and administration of documents enables creation, print and registering of a contract, business letters, price lists and additional documents, which are necessary in the contact with business partners.

DOP – Transport

automatic creation of transport orders from delivery sheets, supply of milk, sale of school milk
supplier invoices (issuing of accepted invoices instead of the supplier)
calculation of expenses from accepted invoices to primary documents (delivery notes, receipt notes, supply forms)
association with manager information system

OVE - Trade bulletin

The module enables fast access to any information that has been published in the Trade bulletin.

regular update using electronic mail
possibility to adjust viewing, searching and import according to the sections of the trade bulletin
search using a query, which may be simple (e.g. a part of the business name, name of the statutory body, ID, etc.) or complex, when various information may be combined and therefore it is possible to create more conditions for reading
searching in the text of the entry
integration to address book

AMB – Ambulatory sale

The system of mobile invoices from a car using mobile industrial terminals PSION Workabout and software equipment from DEALER company COMDEAL - Industrial terminals Prague.

each driver has his own stock
preparation of the data dose for export to PSION (address of customers, definition of lines, price list, driver's stock)
export of data to PSION
import of created documents from PSION to the information system (delivery notes, supply forms, issued invoices, cash desk documents) including upgrade of the driver's stock
possibility of a load to the vehicle from the stock using PSION

DLV – Issued delivery forms

classification of delivery forms according to the type of document and numbered lines
access to each type of document may be treated with user rights
manual acquisition or from the orders
delivery notes in any currency
during creation, it is possible to look at the payment morals (note to insolvency, cancellation of supply), various types of discounts, minimal quantity of product, number in packaging, it is also possible to enter number of packagings, possibly a secondary unit
the possibility to adjust shop prices (revaluation), intentions, cancellation and reduction of product quantity
it is possible to issue invoices from the acquired delivery notes issued for any group of delivery notes and period (day, week, 10 days), customer or group of customers, etc.
creation of supply forms from the stock for one or a group of delivery notes
extension of the module of delivery notes - cash desk sale
great quantity of user configurations
continuity to traffic orders

WEB – Internet shop

Internet shop for wholesale customers

a possibility to create more independent internet shops associated with one catalogue of products
viewing the catalogue of products including current prices according to the customers
viewing of the current condition of products in stock
viewing orders and invoices of the customer
automatic creation of orders in the system based on an order accepted from an internet shop
import of an order from an information system of the customer based on assignment of the actual code to the products in a catalogue
the possibility to adjust imaging information for a catalogue, order, invoice
possibility for export product catalogue
possibility to view reports (special offers) created directly in the system

PUD – Retail

Desk documents, retail sale of products.

sale of products for retail prices, support of bar code readers and additional accessories, as the customer display, weight and cash desk drawer
register of loyalty and discount cards with an automatic application of the discount
discount and promotional actions, global and individual for designated shops
register of receipts and their payments, documentation for closures
support of a wide range of printers - possibility to print out documents on a narrow dot printer and thermoprinter, printing of closures and summaries on A4 printer
support of cash and non-cash payments, possibility for payment in foreign currency - including a possibility of payment combination (e.g. partially with a payment card, partially with cash)
possibility of providing service to more customers in the same time
connection with a module of customer advance payments (acceptance and utilisation of the payments)
connection with a module of accepted orders (sale of ordered and blocked products)

TRM – Terminals

Function for work with mobile terminals.

it is possible to work with the terminal in stages, when, after entering data, the terminal is connected to a computer and data are transferred or online
online terminal uses wireless connection with company network and a specially adjusted application enables access to data of the company information system in real time
it is possible to control the condition of stock any time for the work in real time; all income and expenditure operations are immediately visible in the company information system
the possibility to enter remote instructions for printing of a receipt, during the preparation of the supply to the customer; there may be items offered on the terminal for preparation, etc.
for printing of bar codes on thermotransfer label printers or for less demanding prints, laser or any graphical printers may also be used
usage of various types of bar codes. The codes from the EAN family are the most frequently used (EAN-13, EAN-8 for identification of consumable units, EAN-128 for identification of trade and transport units).

SZK – Service jobs (claims)

searching of sales according to production numbers and goods and customers, searching according to sales
register of individual service procedures - acceptance and release of goods, register of work, used (spare) parts or materials, dispatch and returning from service
observation of guarantee, guarantee repair and post-guarantee repair, automatic shift of guarantee period
mass acceptance of goods - automatic production of service jobs
print of sevice job, claim protocol (for customer and for service)
user codebooks for observation and evaluation of each case, observation of errors

OBP – Accepted orders

accepted invoices are determined unambiguously by type, year and document number in the system
access to documents according to user rights
records and blockage of prices, reservation and blockage of goods in stock according to current availability
interconnection of the order with a particular stock or group of (sale) stocks
possibility to work in any currency
register of the order of the customer, contact, form of payment and transport, discount
gradual (partial) processing of the order with all documentation (originally ordered number, currently ordered, invoiced, cancelled, etc.)
archiving of orders for further evaluation

OBV – Issued orders

Module of issued orders enables registering of all orders and requirements per supplier.

evaluation and observation of the condition of orders - open, partially settled, settled
register of business contracts and contracts for a supply of products associated directly with particular orders
evaluation of meeting the orders of the suppliers
automatic creation of receipt forms (also partial) from the issued orders
possibility to register approval and confirmation of orders by a supplier

CEN - Price list, creation of prices, discounts

Instruments for creation and maintenance of prices of goods and services, discounts and price lists.

better prices of supplies based on a contract or assignment of bonus generally when an established turnover is achieved (motivation character)
definition of discounts according to statistical groups for a certain period, partner, operation or sales network
setting of special price lists intended for each customer, plant or business network with percentual discount or end-price of the product in a certain time period (promotional action)
the customer may be authorised a percentual discount (bonus) related to the statistical group of products directly to the issued invoices This kind of discount is created at the time of invoicing. Discounts on invoices may be evaluated at the end of the period and customers who did not observe the due date of the invoice will be invoiced this bonus.
possibility to define a discount from turnover, which may be established based on the extent of purchases (without packaging) and adherence to the due date of payment

SKL – Stock administration

Stock administration enables keeping stock records within the whole system closely related with accountancy, invoicing, orders and other modules.

it is possible to observe any number of independent stocks
pricing with average and solid prices
possibility to establish a register stock independent on accountancy
stock administration enables registering in so-called secondary units, register of production numbers, batches and locations within the particular stock
it is then possible to observe guarantees in the whole product range during the purchase as well as sale
definition of various movements for acceptance and release in every stock
properties of movements in the stock are established for a selected stock and movement by compulsory and optional data, method of placing to account and other specific settings
access to stock is treated with a system of access rights
stock administration is kept in monthly periods; each stock may have preset various periods
a register of movements of goods is kept on stock cards
automatic or manual creation of accepted invoices from the receipt forms
automatic or manual creation of issued invoices from the supply forms
automatic calculation of issued receipt forms and supply forms
great quantity of user configurations

ZBO - Catalogue of products and services

Catalogue of the product range, goods and services, which contains a description of stock items regardless of the stock in which it is located (stock, product, service).

catalogue contains basic information about product (service) such as names, units, prefixes of accounts, VAT level, weight, packaging...
register of product names, goods and services in several languages
it is possible to define 3 associated items - packages to each entry in the catalogue
inclusion to statistical or accountancy groups
possibility to establish alternative units
generation of EAN codes in the framework of assigned numeric intervals including printing of the labels
the module of product price list and discounts is closely related with the catalogue; prices may be determined as global within the whole system including time differention from date to date or directly on a particular stock
summary of batches
possibility to register models of products

Information system administration

Economics